Dan O'Shea Email & Phone Number
DCIO Channel Leader @ Columbia Threadneedle Investments
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Dan O'Shea Location
- Boston, MA, US
Dan O'Shea Work
- 2022 -now DCIO Channel Leader @
- 2015 -2022 Regional Vice President - Investment Only Division @
- 2012 -2015 Vice President - Investments @
- 2009 -2012 Financial Advisor @
- 2008 -2009 Financial Advisor @
- 2007 -2008 Financial Consultant @
Dan O'Shea Education
- Amherst College
Bachelor of Arts (Political Science)
2003-2007
Dan O'Shea Skills
- Series 66
- Mutual Funds
- Retirement Planning
- Series 7
- Finance
- Investments
- Financial Advisory
- Strategic Financial Planning
- Alternative Investments
- Series 31
- 401k
Dan O'Shea Summary
- Dan O'Shea, based in Boston, MA, US, is currently a DCIO Channel Leader at Columbia Threadneedle Investments, US. Dan O'Shea brings experience from previous roles at Columbia Threadneedle Investments, US, IBG Financial Partners, LLC, Morgan Stanley Smith Barney and UBS Wealth Management. Dan O'Shea holds a 2003 - 2007 Bachelor of Arts in Political Science @ Amherst College. With a robust skill set that includes Series 66, Mutual Funds, Retirement Planning, Series 7, Finance and more. Dan O'Shea has 2 emails and 2 mobile phone numbers on RocketReach.
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